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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
-$13.1K -2,254 Closed
COCM
102
Charter Oak Capital Management
New Hampshire
-$11.6K -2,000 Closed
PFPT
103
Pinnacle Financial Partners (Tennessee)
Tennessee
-$11.6K -2,000 Closed
TPA
104
Trivium Point Advisory
Connecticut
-$11.6K -2,000 Closed
EGM
105
Engineers Gate Manager
New York
-$11.5K -1,984 Closed
TF
106
Trek Financial
Arizona
-$10.7K -1,842 Closed
AA
107
ACT Advisors
North Carolina
-$10.6K -1,826 Closed
RS
108
R Squared
Hong Kong
-$10.6K -1,821 Closed
GI
109
Gradient Investments
Minnesota
-$10.1K -1,738 Closed
HFS
110
Heritage Financial Services
Massachusetts
-$10K -1,720 Closed
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
-$9.61K -1,585 Closed
AWA
112
Acorn Wealth Advisors
Michigan
-$8.73K -1,500 Closed
CGA
113
Crescent Grove Advisors
Illinois
-$8.73K -1,500 Closed
UWS
114
Unique Wealth Strategies
Illinois
-$8.73K -1,500 Closed
Vanguard Personalized Indexing Management
115
Vanguard Personalized Indexing Management
California
-$8.72K -1,500 Closed
Creative Planning
116
Creative Planning
Kansas
-$8.37K -1,439 Closed
ECM
117
ExodusPoint Capital Management
New York
-$8K -1,407 Closed
CNBOF
118
City National Bank of Florida
Florida
-$7.86K -1,351 Closed
SW
119
Simplicity Wealth
New Jersey
-$7.86K -1,351 Closed
NL
120
NWAM LLC
Washington
-$5.82K -1,200 Closed
CFC
121
Coyle Financial Counsel
Illinois
-$6.5K -1,117 Closed
SRL
122
Scientech Research LLC
New Jersey
-$6.47K -1,113 Closed
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
-$6.44K -1,107 Closed
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
-$6.13K -1,054 Closed
PI
125
PFG Investments
New York
-$5.99K -1,029 Closed